Goldman Sachs: AI adoption among U.S. firms reaches 21.5%, data center jobs increase by 290,000

According to潮向 Research, Goldman Sachs’ July AI Adoption Tracker report shows that U.S. corporate AI adoption has risen to 21.5%, up 0.9 percentage points from the previous month, with an expected increase to 24.3% within six months. A Gallup survey reveals that 47% of U.S. employees report their organizations have adopted AI, up from 41% in the previous quarter. Semiconductor revenues are projected to reach $834 billion by the end of 2026, with AI-related hardware investment already exceeding the 2022 level of $463 billion, accounting for 1.4% of GDP. Since 2022, employment in data center construction has increased by 290,000 positions, averaging about 14,000 new jobs per month. Cumulative AI-related job cuts in the first half of the year totaled 102,000. Goldman Sachs believes AI is transitioning from proof-of-concept to actual deployment, with accelerating economic penetration, though labor market impacts remain concentrated in specific industries. Academic research indicates AI has raised average productivity by approximately 23%, and industries with higher adoption rates are showing signs of accelerated productivity growth. Goldman Sachs concludes that AI is reshaping economic structures and that markets may be underestimating the depth of AI’s integration into the economy. Goldman Sachs report summary: U.S. corporate AI adoption rises to 21.5%; data center construction jobs increase by 290,000.